Portfolio (Quarterly)
Guide ↗
Rialto Wealth Management, LLC
· CIK 0002054966| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | CADENCE BANK | — | 37 | $2K | — | SOLD |
| 22 | ZS | ZSCALER INC | Technology | 7 | $2K | — | SOLD |
| 23 | — | SYNOVUS FINL CORP | — | 29 | $1K | — | SOLD |
| 24 | — | SITE CTRS CORP | — | 211 | $1K | — | SOLD |
| 25 | TDG | TRANSDIGM GROUP INC | Industrials | 1 | $1K | — | SOLD |
| 26 | FDS | FACTSET RESH SYS INC | Financial Services | 4 | $1K | — | SOLD |
| 27 | SPH | SUBURBAN PROPANE PARTNERS L | Utilities | 60 | $1K | — | SOLD |
| 28 | — | FRONTIER COMMUNICATIONS PARE | — | 27 | $1K | — | SOLD |
| 29 | — | PIPER SANDLER COMPANIES | — | 3 | $1K | — | SOLD |
| 30 | PVAL | PUTNAM ETF TRUST | — | 22 | $1K | — | SOLD |
| 31 | — | REV GROUP INC | — | 16 | $973.0 | — | SOLD |
| 32 | TYL | TYLER TECHNOLOGIES INC | Technology | 2 | $908.0 | — | SOLD |
| 33 | — | SOUTH BOW CORP | — | 31 | $852.0 | — | SOLD |
| 34 | — | AMCOR PLC | — | 94 | $784.0 | — | SOLD |
| 35 | — | EXACT SCIENCES CORP | — | 7 | $711.0 | — | SOLD |
| 36 | RDDT | REDDIT INC | Communication Services | 3 | $690.0 | — | SOLD |
| 37 | STEP | STEPSTONE GROUP INC | Financial Services | 10 | $642.0 | — | SOLD |
| 38 | PTON | PELOTON INTERACTIVE INC | Consumer Cyclical | 102 | $629.0 | — | SOLD |
| 39 | QTRX | QUANTERIX CORP | Healthcare | 96 | $611.0 | — | SOLD |
| 40 | — | AVIDITY BIOSCIENCES INC | — | 8 | $578.0 | — | SOLD |
Sector Allocation
Technology
31.9%
Financial Services
21.0%
Industrials
11.9%
Healthcare
10.1%
Consumer Cyclical
9.1%
Communication Services
4.7%
Energy
3.6%
Consumer Defensive
2.8%
Real Estate
2.4%
Utilities
1.9%